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Your Complete Guide to a Successful and Secure Retirement

By Larry Swedroe and Kevin Grogan
Cover of Your Complete Guide to a Successful and Secure Retirement (Paperback) by Larry Swedroe and Kevin Grogan Cover of Your Complete Guide to a Successful and Secure Retirement (Mobile Phone) Cover of Your Complete Guide to a Successful and Secure Retirement (Tablet)

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About the Authors

Larry Swedroe

Larry E. Swedroe is director of research for Buckingham Strategic Wealth and The BAM ALLIANCE. He holds an MBA in finance and investment from New York University and a bachelor’s degree in finance from Baruch College. Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever ... Read more on Larry Swedroe

Kevin Grogan

Kevin Grogan, CFA, CFP®, is director of investment strategy for Buckingham Strategic Wealth and The BAM ALLIANCE. Kevin holds an MBA from Saint Louis University and a bachelor’s degree in finance from Missouri State University in Springfield. He co-authored the books “The Only Guide You’ll Ever Need for the Right Financial Plan” and “Reducing the Risk of Black Swans,” as well as the ... Read more on Kevin Grogan

Contents Listing

Acknowledgments
Preface
Foreword by Wade D. Pfau

Introduction
Chapter 1. Retirement Planning Beyond the Financials
Chapter 2. The Discovery Process
Chapter 3. Asset Allocation
Chapter 4. The Investment Policy Statement and the Care and Maintenance of the Portfolio
Chapter 5. Monte Carlo Simulations
Chapter 6. Investment Strategy Part I: Implementing the Investment Plan
Chapter 7. Investment Strategy Part II: Reducing the Risk of Black Swans
Chapter 8. IRA and Retirement/Profit Sharing Plans
Chapter 9. Health Savings Accounts
Chapter 10. The Asset Location Decision
Chapter 11. Spend-Down Strategies
Chapter 12. Social Security
Chapter 13. Medicare
Chapter 14. Longevity Risk: The Role of Annuities
Chapter 15. The Role of Insurance: The Management of Risk
Chapter 16. Reverse Mortgages
Chapter 17. Women's Unique Retirement Issues
Chapter 18. Estate Planning
Chapter 19. Preparing Your Heirs
Chapter 20. The Threat of Elder Financial Abuse
Conclusion

Appendices
Appendix A. Sample Family Profile
Appendix B. Sample Family Mission Statement
Appendix C. The Mathematics of Asset Location
Appendix D. Should Investors Prefer Dividend-Paying Stocks?
Appendix E. Should You Hire a Financial Advisor?
Appendix F. Implementation: Recommended Mutual Funds and ETFs
Appendix G. Types of Irrevocable Trusts
Appendix H. Recommended Reading

Index
Data Sources
Acknowledgments
Preface
Foreword by Wade D. Pfau

Introduction
Chapter 1. Retirement Planning Beyond the Financials
Chapter 2. The Discovery Process
Chapter 3. Asset Allocation
Chapter 4. The Investment Policy Statement and the Care and Maintenance of the Portfolio
Chapter 5. Monte Carlo Simulations
Chapter 6. Investment Strategy Part I: Implementing the Investment Plan
Chapter 7. Inve ...

Jacket Text

This is your one-stop, definitive resource as you prepare for a secure and comfortable retirement.

Investment and personal finance experts Larry Swedroe and Kevin Grogan present uniquely comprehensive coverage of every important aspect you need to think about as you approach retirement, including:

Social Security, Medicare, investment planning strategy, portfolio maintenance, preparing your heirs, retirement issues faced by women, the threat of elder financial abuse, going beyond financials to think about your happiness, and much more.

These topics are explained with the help of specialists in each subject. And everything is based on the “science of investing” – evidenced with studies from peer-reviewed journals.

Overall, this adds up to a complete retirement guide, packed with the latest and best knowledge. Don’t enter your retirement without it.

Professional Reviews

A comprehensive guide to the emotional and financial issues involved in achieving a fulfilling and stress-free retirement. The wise advice is accessibly presented with a sensitivity that can only come from years of advising individual clients how to make some of the most important decisions of their lives. Burton G. Malkiel, author of A Random Walk Down Wall Street (now in its 12th edition)

Students tell me that they crowd my ‘financial strategies’ course, which features Swedroe and Balaban’s Investment Mistakes Even Smart People Make, because they like practical down-to-earth advice, illustrated with stories. This new book will serve as the capstone in the course. Now I can teach about the many dimensions of retirement: such as spending down your assets in retirement, training your kids to spend and invest right, reckoning with the possibility of losing your marbles, and how to prevent elder abuse. I will be teaching a broader course and even inducing a few students to contemplate a career as a financial advisor. I have already passed the book on to my wife and kids. What a gift! Edward Tower, Professor of Economics at Duke University

Larry and Kevin’s new book lives up to the promise of its title. It deals with subjects rarely covered in books authored by investment advisors (like insurance, annuities and reverse mortgages) and does so in a thorough and objective way. It’s a valuable planning guide for everyone concerned about a secure and dignified retirement. Dan Solin, author of the Smartest series of investing books

A highly sophisticated look at smart ways of managing money in retirement, creating a ‘homemade paycheck,’ and securing your standard of living. Jane Bryant Quinn, author of How to Make Your Money Last

As an endowed investments professor and member of the Wall Street Journal’s “The Experts” panel, I have spent my professional life addressing the more quantitative and rigorous retirement issues Swedroe and Grogan discuss, including asset allocation, asset location, and Monte Carlo simulations. They provide excellent tax-related guidance related to IRAs and other retirement plans as well as spend-down strategies in retirement. As someone nearing retirement myself, I learned a lot reading about the softer retirement issues like planning beyond the financials, the discovery process, preparing heirs, and threats of elder abuse. This is, indeed, your complete guide to retirement! Dr William Reichenstein, CFA, Professor Emeritus of Investments, Baylor University, Hankamer School of Business, Principal, Social Security Solutions, Inc.

Larry does a deep dive into all the moving parts of a holistic financial plan for retirees. The result is an essential and invaluable resource for anyone in or contemplating retirement. The scope of the material is unparalleled, making this the most comprehensive guide to retirement planning I have ever seen. Meticulously researched, and clearly presented. Frank Armstrong III, President/Founder, Investor Solutions

Family and friends constantly share with me their concerns regarding planning for retirement, which is particularly challenging in today’s market environment. Finally, I can point them to a single resource for comprehensive and thoughtful advice. Larry and Kevin’s book is replete with insights and answers to the difficult questions that need to be considered to ensure a prosperous retirement. Relying upon decades of experience, they demystify the vast world of retirement by sharing their own science-based investment approach and collaborating with industry experts to provide a complete overview of complicated and commonly misunderstood topics such as Social Security, Medicare and Estate Planning. Their book is your guide to a successful and secure retirement. Marat Molyboga, Chief Risk Officer, Director of Research, Efficient Capital Management

Investing is hard enough when saving for retirement, but coordinating all of the components of a holistic plan IN retirement is even more complex… and risky in today’s era of high valuations and low yields. Fortunately, Swedroe and Grogan break down each key issue into a retirement framework that anyone can use to navigate this challenging environment! Michael Kitces, publisher of the Nerd’s Eye View at Kitces.com, Director of Wealth Management for Pinnacle Advisory Group

Larry Swedroe and Kevin Grogan are leading a financial revolution by producing the definitive book on building a solid retirement plan. Swedroe and Grogan give you the necessary tools to navigate the daunting path of financial topics that need to be addressed for your own safety and emotional well-being in retirement. Their work will have a profound impact on your golden years. Bill Schultheis, author, The Coffeehouse Investor

I've had the privilege of reviewing a number of Larry's books and they just get better and better. Your Complete Guide continues the trend. If your contemplating retirement or are currently there do yourself a favor; read and profit from his thoughtful wisdom. Besides, it's a fun read. Harold Evensky, Chairman, Evensky & Katz/Foldes Financial Wealth Management

Successful investing often comes down to having a strong philosophy you can stick with over time. In Your Complete Guide to a Safe and Secure Retirement, Larry Swedroe and Kevin Grogan help investors understand how they can increase their chances for a great retirement experience. David Booth, Executive Chairman of Dimensional Fund Advisors

Yet again, Larry Swedroe takes a topic that mystifies most of us, cuts through the confusion and misguided conventional wisdom, and leaves us with a clear, evidence-based strategy for success. This time, it is retirement. Swedroe and Grogan present a comprehensive guide to financial success in retirement, with compelling evidence from the academic world and their own practical experience from years of helping clients. In typical Swedroe fashion, the authors deal in facts and are not afraid to take on the asset management industry for its sins. The book begins with wise advice and empathy about the non-financial aspects of retirement – that is, life – that most financial advisors overlook or are afraid to talk about. From now on, when I’m asked for advice about retirement, I’ll send a copy of Larry’s book to clients and friends – and most importantly, my parents. Brendan Corcoran, CFA, Partner & Head of North America, Partners Capital Investment Group

What a great resource! Covers all the bases. In my opinion, it’s Larry’s magnum opus. Read it and reap. Mel Lindauer, President, The John C. Bogle Center for Financial Literacy and co-author, The Bogleheads’ Guide to Investing and The Bogleheads’ Guide to Retirement Planning


Media Coverage

Senior Financial Advisor

Larry has many books on retirement and investment and has a new book, “Your Complete Guide to a Safe and Secure Retirement” that he believes will be the most comprehensive in the industry. Due ...

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Satisfying Retirement

Here are links to some retirement-oriented books I have read and recommend. Complete Guide to Successful & Secure Retirement

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Money QandA

Warren Buffett famously once said, “Success in investing doesn’t correlate with IQ. Once you have ordinary intelligence, what you need is the temperament to control the urges that get other ...

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Adviser 2.0

We have a special treat for listeners to our podcast Intelligent Investor this Christmas, because the guest on our latest episode is none other than Larry Swedroe.

Larry is a Principal and ...

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Forbes

As an added bonus, I'll include a book that comes out in the first week of 2019: Swedroe and Grogan's newest book Your Complete Guide to a Successful & Secure Retirement, which Swedroe considers to ...

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Canadian Couch Potato

In my final podcast episode of 2018, I’m joined by Larry Swedroe, who has long been one of my favourite authors on investing and financial planning. Larry and I discuss his latest book, Your ...

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Baby Boomers.com

Most estate planning attorneys do a good job drafting documents and addressing most estate planning issues. However, there is one area where they consistently fail. The legal documents do not ...

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Next Avenue

Your Complete Guide to a Successful & Secure Retirement by Larry E. Swedroe and Kevin Grogan

This book just came out this week and it’s mostly a straightforward (no laughs here), slightly dense ...

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Senior Finance Advisor

Swedroe and Grogan’s retirement planning book, Your Complete Guide to a Successful & Secure Retirement, provides comprehensive and smart fiscal guidance to help you get educated about your ...

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The Motley Fool

Bro interviews Larry Swedroe, co-author of “Your Complete Guide to a Successful & Secure Retirement.” And Alison challenges Bro and Rick to guess the prices of the weirdest products at this ...

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Financial Advisor Magazine

Ed Note: This is part one of a two-part series and is an excerpt from Your Complete Guide To A Successful And Secure Retirement.

If we live long enough, our financial assets can go through five ...

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Rational Reminder

Today we are joined by a friend, hero, and a legend in the field fact based investing. Larry Swedroe is here to discuss his latest book, some of the timeless concepts he has been espousing for many ...

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Healthy Aging Magazine

Adapted with permission from Your Complete Guide to a Successful & Secure Retirement by Larry E. Swedroe and Kevin Grogan. Published by Harriman House. © 2019. All rights reserved.

Larry Swedroe ...

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Yahoo Finance News

I'll weigh in on raising money-smart girls in another column. This month I'll tackle the retirement question. "Women face all the issues that men face, plus they have additional complicating ...

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CFA Institute

This guide includes information beyond the topics relevant to a financial analyst’s review of the book. As such, I focus here on such content, which is largely found in the book’s first half. In ...

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Your Money, Your Wealth

Larry Swedroe from Buckingham Strategic Wealth talks about his 16th book, Your Complete Guide to a Successful and Secure Retirement. Larry discusses the two biggest retirement mistakes, and what he ...

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Enterprising Investor

This guide includes information beyond the topics relevant to a financial analyst’s review of the book. As such, I focus here on such content, which is largely found in the book’s first half. In ...

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Advisor Perspectives

If you are looking for an applied framework for tackling the topic of financial planning, you should read Your Complete Guide to a Successful and Secure Retirement, by Larry Swedroe and Kevin Grogan. ...

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CXO Advisory

Larry Swedroe and Kevin Grogan introduce their 2019 book, Your Complete Guide to a Successful and Secure Retirement, as follows: “…failure to plan is to plan to fail. While so many of us have ...

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